Dashboard
Snapshot of your household finances.
Net Worth
$142,500.00
+2.4% from last month
Savings Rate
32.8%
Target: 30%
Monthly Cash Flow
+$3,260.00
Inc: $8,500.00 / Exp: $5,240.00
Debt-to-Income
12%
Status: good
Emergency Fund
4.5 Months
Target: 6 Months
Investments
$98,200.50
ROI: +8.2% YTD
Credit Score
785
Source: FICO
Subscriptions
$145.00
12 Active
Spending by Category
Income vs Expenses
Recent Transactions
Netflix Subscription
Entertainment•2023-10-24
$15.99
Trader Joe's
Groceries•2023-10-23
$84.23
Client Payment - Project X
Income•2023-10-22
+$1250.00
Electric Bill
Utilities•2023-10-20
$142.50
Spotify Duo
Entertainment•2023-10-18
$14.99